Wells Fargo Notes Q4 2025 Pressure on AJG Margins, Trims Price Target

Core Insights - Arthur J. Gallagher & Co. (NYSE:AJG) is recognized as one of the 15 Best Stocks to Buy for the Long Term [1] - Wells Fargo analyst Elyse Greenspan has reduced the price target for AJG from $362 to $344 while maintaining an Overweight rating, citing expected pressure on margins for Q4 2025 [2] - The company has been actively acquiring firms, including the recent purchase of UK-based First Actuarial and Tompkins Insurance Agencies in New York [3] Financial Performance - AJG reported a strong third quarter with a 20% total revenue growth, marking its 19th consecutive quarter of double-digit growth [4] - The incremental revenue from acquisitions in Q3 was $450 million, with six acquisitions closed that are expected to generate over $3 billion in annualized revenue [4] Company Overview - Arthur J. Gallagher & Co. is an American insurance brokerage, risk management, and consulting services firm operating in approximately 130 countries globally [5]